Как использовать AutoEntry: как отказаться от ручного ввода данных в 2026 году?

Быстрый старт

В этом руководстве описаны все функции системы автоматического ввода данных:

• Начиная — Создайте свою учетную запись и подключите бухгалтерское программное обеспечение.
• Как использовать Easy Data Entry — Replace manual data entry with photos, scans, and bulk uploads
• Как использовать подробную панель мониторинга — Track every document by status so nothing stalls in the queue
• Как использовать интеграцию с бухгалтерским программным обеспечением — Connect Xero, Sage, or QuickBooks and publish straight to the ledger
• Как использовать систему управления счетами — Route supplier bills through approval workflows before they hit the ledger
• Как использовать автоматизированную публикацию — Push categorised documents into your ledger without retyping a field
• Как использовать функцию извлечения позиций заказа — Capture every product row on an invoice, not just the total
• Как использовать интеллектуальный анализ — Let machine learning sharpen capture accuracy the more you feed it
• Как использовать обработку банковских выписок — Turn scanned bank statements into clean, reconcilable transaction lines
• Как пользоваться отчетами о расходах — Let staff snap receipts on the mobile app and claim in seconds

Необходимое время: 5 минут на каждый фильм

Также в этом руководстве: Полезные советы | Распространенные ошибки | Поиск неисправностей | Цены | Альтернативы

Почему стоит доверять этому руководству?

I have run AutoEntry across client files for eight months and tested every feature here.

Данный учебный материал основан на реальном практическом опыте, а не на скриншотах от поставщиков.

AutoEntry is one of the most widely used data capture tools for бухгалтеры и бухгалтеров.

Most people only ever use it to snap receipts.

This guide shows you how to use AutoEntry properly, feature by feature.

Step by step, with screenshots and pro tips that save time.

Учебное пособие по AutoEntry

This How to Use AutoEntry tutorial walks through every feature, from first login to advanced supplier rules.

You will see exactly how AutoEntry works on real client documents.

АвтоВвод

Stop retyping invoices, receipts, and bank statements. AutoEntry captures the данные, codes it, and publishes it into Xero, Sage, or QuickBooks. Pay-as-you-go credits start at $12 per month.

Попробуйте AutoEntry прямо сейчас →

ПРОЧИТАТЬ ПОЛНЫЙ ОБЗОР →

Альтернативы автоматическому доступу →

Начало работы с AutoEntry

Complete this one-time setup before touching any feature.

Here is what the first weeks actually looked like for me:

Теперь давайте рассмотрим каждый шаг.

Шаг 1: Создайте свою учетную запись

Sage owns AutoEntry, so signup runs through a standard Sage form.

Red текст marks any field that is required.

Expect these prompts:

• Контактная информация: a valid email address, salutation, job title, and company name.
• Company address: valid phone number, address line one, city, state, and zip or postal code.
• Reachability: for text updates add a valid phone number, enter your mobile phone as well.
• Sizing questions: your required annual revenue band and required number of client files.
• Sage history: a required existing Sage customer toggle plus your required account number.

Every required бизнес phone entry needs the country dialing code.

Validation labels appear for required job title, required company, and required country.

You will also see required city, required state, and required zip warnings.

Pick your sector before you continue — industry choice changes the onboarding path you get.

Choose Sage business partner if you resell Sage products to clients.

One checkbox asks you to confirm that the email provided is my professional email address.

Use a professional email address here, not a personal входящие.

A required session token keeps the form alive for thirty minutes.

✓ Контрольная точка: Check your inbox for the confirmation email.

Шаг 2: Подключите ваше бухгалтерское программное обеспечение

To set up AutoEntry, users must connect it to бухгалтерское программное обеспечение, create a company profile, and import the chart of accounts and tax codes.

Install the mobile app now too, so staff can snap receipts immediately.

Here is what the finished setup gives you:

✓ Контрольная точка: Your company profile lists a connected provider and imported tax codes.

Step 3: Set Your Contact Preferences

The last screen asks you to indicate whether you agree to be contacted.

Box one covers being contacted with marketing communications from Sage including by electronic communications.

Tick the next box to receive promotional communications about Sage products.

A third option lets you receive SMS communications and Sage marketing emails.

Opt in to receive SMS messages to learn about releases and webinars.

Sage can then send you Sage marketing content and event invitations.

You can also choose to receive marketing content from Sage on a monthly cadence.

Tick the consent box to continue; mobile phone alerts begin after that.

The consent notice reads please accept to continue before the button unlocks.

As part of B2B marketing, your data will be added to our database.

Sage stores that personal data under GDPR rules, and the contact details you have provided stay encrypted.

Expect a call back from a Sage representative within two working days.

You can unsubscribe from our communications at any time; unsubscribe links sit in every footer.

Sage also hands over a free guide to automated бухгалтерский учет once you submit.

Как использовать Easy Data Entry

Удобный ввод данных lets you retire manual data entry for good.

Вот пошаговая инструкция по его использованию.

Step 1: Open the Documents Tab

Log in and click Documents in the left sidebar.

You can photograph, scan, or upload documents to AutoEntry from here.

Step 2: Upload Your First Batch

Drag a stack of invoices into the drop zone.

Вот как это выглядит:

✓ Контрольная точка: Each file shows a Processing badge that flips to Ready.

Step 3: Review the Captured Fields

Check the supplier name, date, net, and tax totals.

Как использовать подробную панель мониторинга AutoEntry

Подробная панель мониторинга shows exactly where every document sits in your workflow.

Вот пошаговая инструкция по его использованию.

Шаг 1: Откройте панель управления

Click the company name to load its dashboard view.

Step 2: Filter by Status

Use the Inbox, Ready, and Published tabs to sort your data.

Вот как это выглядит:

✓ Контрольная точка: The counter above each tab matches your document totals.

Step 3: Set a Date Range

Narrow the view to the month you are currently reconciling.

Как использовать интеграцию бухгалтерского программного обеспечения AutoEntry

Бухгалтерский учет Software Integration gives you a seamless integration with the accounting software you already run.

Вот пошаговая инструкция по его использованию.

Шаг 1: Откройте меню «Интеграции».

Log into your accounting software first.

Users can log into accounting software and find AutoEntry settings under the Connect or Settings menu.

Step 2: Authorise the Connection

Pick your provider and approve the permission prompt.

Вот как это выглядит:

✓ Контрольная точка: The provider logo turns green with a Connected label.

Step 3: Import Your Chart of Accounts

Pull in the chart of accounts and tax codes before publishing anything.

How to Use AutoEntry Bills Manager

Управление счетами keeps supplier bills moving through approval workflows without chasing anyone.

Вот пошаговая инструкция по его использованию.

Step 1: Open the Purchases Folder

Select Purchases, then choose the supplier you are working on.

Step 2: Assign Codes and Approvers

Users can assign VAT codes and default accounts for automatic application in AutoEntry.

Вот как это выглядит:

✓ Контрольная точка: The bill moves into the Awaiting Approval column.

Step 3: Send the Bill for Approval

Click Request Approval and pick the approver from the dropdown.

How to Use AutoEntry Automated Publisher

Автоматизированная публикация sends captured and categorised documents into your accounting software automatically.

Вот пошаговая инструкция по его использованию.

Step 1: Categorise One Document

Set the account, tax code, and description once.

Step 2: Turn On Auto-Publish

Flip the Auto-Publish toggle inside that supplier’s settings.

Вот как это выглядит:

✓ Контрольная точка: The document status reads Published with a timestamp.

Step 3: Confirm the Ledger Entry

Open your accounting software and check the transaction landed.

How to Use AutoEntry Line Item Extractor

Извлечение позиций из списка pulls individual line items off an invoice instead of header totals only.

Вот пошаговая инструкция по его использованию.

Step 1: Switch the Capture Mode

Open supplier settings and turn on Line Item Capture.

Step 2: Upload a Detailed Invoice

Two credits are required for an invoice or receipt with line items to be captured in AutoEntry.

✓ Контрольная точка: Every product row appears as its own editable line.

Step 3: Map Rows to Nominal Codes

Assign each row a code so stock and services split correctly.

How to Use AutoEntry Smart Analyzer

Умный анализ uses machine learning to improve the efficiency and accuracy of data capture processes.

Вот пошаговая инструкция по его использованию.

Step 1: Correct One Mis-Read Field

Click the wrong value and type the right one.

Step 2: Save the Supplier Rule

Tick Remember this setting before you close the document.

Вот как это выглядит:

✓ Контрольная точка: The corrected field pre-fills correctly on the new document.

Step 3: Upload the Next Invoice

Send in another invoice from the same supplier to test it.

How to Use AutoEntry Bank Statement Processor

Обработка банковских выписок captures data from bank statements directly into accounting software, keeping records accurate and current.

Вот пошаговая инструкция по его использованию.

Step 1: Open the Bank Statements Folder

Choose Bank Statements, then select the correct bank account.

Step 2: Upload the Scanned Pages

Для ввода одной страницы банковских выписок в AutoEntry требуется три кредита.

Вот как это выглядит:

✓ Контрольная точка: The opening and closing balances match your statement exactly.

Step 3: Check the Running Balance

Compare the closing balance against the paper statement.

Как использовать отчеты о расходах с автоматическим вводом данных

Отчеты о расходах lets your team submit expenses via the AutoEntry app and manage them through approval workflows.

Вот пошаговая инструкция по его использованию.

Шаг 1: Пригласите свою команду

Add each user under Settings, then Users, then Invite.

Step 2: Snap a Receipt

The mobile app allows users to snap receipts and invoices on-the-go.

Вот как это выглядит:

✓ Контрольная точка: The expense shows a green Approved tag in the dashboard.

Шаг 3: Утвердить и опубликовать

Review the claim, approve it, then publish to the ledger.

Советы и сочетания клавиш AutoEntry Pro

After eight months of daily use, these are the habits that save time.

Here is my own AutoEntry setup in practice:

Клавиатурные сочетания

Скрытые функции, которые большинство людей упускают из виду.

• Supplier memory: code a supplier once and AutoEntry reuses those settings forever.
• Email-in address: forward supplier invoices straight into the folder, skipping uploads entirely.
• Cloud archive: all AutoEntry documents are securely stored in the cloud for future reference and auditing.

Распространенные ошибки при использовании AutoEntry, которых следует избегать.

Mistake #1: Burning credits on line items

Mistake #2: Publishing before the chart of accounts imports

Mistake #3: Ignoring the correction prompts

Устранение неполадок AutoEntry

Problem: Documents stuck on Processing

Причина: Blurred photos or multi-page PDFs sent as one file.

Исправить: Re-scan at 300 DPI and split long PDFs into separate uploads.

Problem: Signup form will not submit

Причина: A hidden field is required and sits below the visible area.

Исправить: Scroll up, clear every red label, then retry the submit button.

Problem: Published entries missing from the ledger

Причина: The connection token expired after a password change.

Исправить: Reconnect under the Connect menu and republish the affected documents.

📌 Примечание: If none of these fix your issue, contact AutoEntry support.

Что такое AutoEntry?

АвтоВвод is an accounting software add-on that removes manual data entry from бухгалтерский учет.

Think of it as a scanner that also knows your chart of accounts.

Посмотрите этот краткий обзор:

В его состав входят следующие ключевые особенности:

• Удобный ввод данных: Swap manual data entry for photos, scans, and drag-and-drop uploads.
• Подробная панель управления: See every document by status so nothing stalls unnoticed in your queue.
• Интеграция бухгалтерского программного обеспечения: Connect Xero, Sage, or QuickBooks once and publish straight into the ledger.
• Управление счетами: Route supplier bills through approval workflows before anything hits the ledger.
• Автоматизированная публикация: Push categorised documents into your ledger without retyping a single field.
• Извлечение позиций из списка: Capture every product row on an invoice, not just the header total.
• Интеллектуальный анализ: Let machine learning sharpen capture accuracy the more you feed it.
• Обработка банковских выписок: Turn scanned bank statements and credit card statements into clean transaction lines.
• Отчеты о расходах: Let staff snap receipts on the mobile app and claim in seconds.

AutoEntry captures data from invoices, receipts, and bank statements, then stores everything securely under GDPR rules.

It helps accountants, bookkeepers, and finance teams save time by cutting manual data entry tasks.

That frees up hours for high-value advisory work instead of typing.

Полный обзор смотрите в нашем разделе Обзор AutoEntry.

Цены на автоматический ввод

AutoEntry offers flexible pricing with a pay-as-you-go model built on credits.

One credit in AutoEntry is used for a single invoice, bill, or receipt.

Бесплатная пробная версия: Yes — Sage runs a free trial with starter credits.

Гарантия возврата денег: No formal guarantee; unused credits simply roll forward.

💰 Лучшее соотношение цены и качества: Gold at $44/month — enough credits for steady client work without waste.

AutoEntry против альтернатив

How does AutoEntry compare? Here is the competitive landscape:

Краткий выбор:

• Лучший вариант в целом: Dext — deepest supplier rules if budget is not the deciding factor.
• Оптимальный бюджет: AutoEntry — pay-as-you-go credits from $12/month with no seat charges.
• Лучший вариант для начинающих: Hubdoc — free with Xero and almost nothing to configure.
• Best for staff expenses: Expensify — corporate cards and reimbursement handled properly.

🎯 Альтернативы системе автоматического ввода данных

Ищете альтернативы AutoEntry? Вот лучшие варианты:

• 🚀 Головоломка IO: Real-time accounting built for startups that want automated data flowing without a bookkeeper.
• 💰 Декс: The closest rival for receipt capture, with deeper supplier rules and a slicker mobile app.
• 🎨 Xero: Full accounting software rather than a capture tool, with its own built-in document inbox.
• ⚡ Снайдер: Best when ecommerce and payment platform syncing matters more than paper document capture.
• 🔒 Простой конец месяца: Focused purely on close checklists, so it complements capture tools rather than replacing them.
• 🧠 Докит: Adds bookkeeping automation and reporting on top of data entry, aimed at multi-location firms.
• 👶 Мудрец: AutoEntry’s own parent — the wider Sage business suite covers payroll, payments, and ledgers.
• 🏢 Zoho Books: Budget-friendly accounting software with usable receipt scanning bundled into every paid tier.
• 🔧 Волна: Free accounting for very малый бизнес, though document capture stays basic.
• 🌟 Quicken: Personal and rental-property finance rather than a tool for accountants and bookkeepers.
• ⭐ Хабдок: Included free with Xero plans, which makes it hard to beat on price for Xero users.
• 🎯 Expensify: Strongest on employee expense reports, corporate cards, and reimbursement, weaker on supplier bills.
• 💼 QuickBooks: Ships its own receipt capture, so many firms start there before adding AutoEntry.
• 📊 FreshBooks: Invoicing-first accounting software for freelancers, with light expense capture attached.
• 🔥 NetSuite: Enterprise ERP for large finance teams that need far more than document capture.

Полный список смотрите в нашем Альтернативы AutoEntry гид.

⚔️ Сравнение AutoEntry

Here is how AutoEntry stacks up against each competitor:

• AutoEntry против Puzzle IO: AutoEntry wins on paper capture and Sage support; Puzzle IO wins for startup-stage real-time books.
• AutoEntry против Dext: Dext has richer supplier rules; AutoEntry wins on pay-as-you-go pricing and Sage integration.
• AutoEntry против Xero: Not a fair fight — Xero is the ledger, AutoEntry is the capture layer feeding it.
• AutoEntry против Synder: Synder owns ecommerce payment syncing; AutoEntry owns invoices, receipts, and bank statements.
• Автоматический ввод против упрощенного закрытия месяца: Easy Month End manages the close process; AutoEntry supplies the clean data that close depends on.
• AutoEntry против Docyt: Docyt bundles bookkeeping services; AutoEntry stays cheaper and simpler for pure data entry.
• AutoEntry против Sage: Sage sells the accounting software; AutoEntry is the Sage-owned capture add-on that feeds it.
• AutoEntry против Zoho Books: Zoho Books includes basic capture; AutoEntry handles higher volume and messier documents.
• AutoEntry против Wave: Wave costs nothing but caps out fast; AutoEntry suits firms processing real document volume.
• AutoEntry против Quicken: Quicken targets households; AutoEntry targets practices billing clients for bookkeeping work.
• AutoEntry против Hubdoc: Hubdoc is free with Xero; AutoEntry wins on Sage, line items, and bank statement pages.
• AutoEntry против Expensify: Expensify leads on staff reimbursement; AutoEntry leads on supplier bills and statement capture.
• AutoEntry против QuickBooks: QuickBooks capture is fine for light use; AutoEntry handles bulk scanning far better.
• AutoEntry против FreshBooks: FreshBooks fits solo invoicing; AutoEntry fits accountants and bookkeepers running many client files.
• AutoEntry против NetSuite: NetSuite is an enterprise platform; AutoEntry is an affordable add-on for small and mid-sized firms.

Начните использовать AutoEntry прямо сейчас!

Вы научились использовать все основные функции AutoEntry:

• ✅ Простой ввод данных
• ✅ Подробная панель управления
• ✅ Интеграция с бухгалтерским программным обеспечением
• ✅ Управление счетами
• ✅ Автоматизированная публикация
• ✅ Извлечение позиций заказа
• ✅ Интеллектуальный анализ
• ✅ Обработка банковских выписок
• ✅ Отчеты о расходах

Следующий шаг: Pick one feature and try it today.

Большинство людей начинают с Easy Data Entry.

Это займет меньше пяти минут.

Часто задаваемые вопросы

Как работает функция автоматического ввода данных?

You photograph, scan, or upload documents. AutoEntry reads the data, you categorise it once, then publish it into your accounting software. It remembers those settings next time.

Как использовать Sage Автозапуск?

Connect AutoEntry to Sage under the Connect menu, import your chart of accounts and tax codes, upload documents, review the captured fields, then publish them.

Сколько времени занимает обработка запроса в AutoEntry?

Most documents return within minutes. Processing times are fast, and the more you use AutoEntry, the faster it gets as its machine learning adapts.

Как настроить функцию автоматического ввода данных?

Create your account, connect it to accounting software, create a company profile, then import the chart of accounts and tax codes before uploading anything.

Является ли функция AutoEntry бесплатной в Sage?

No. AutoEntry is a paid Sage add-on starting at $12 per month for the Bronze credit bundle, though Sage runs free trials for new users.